Roble Belko & Company’s NextEra Energy, Inc. NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25
| Closed | -$2K | – | 457 |
|
|
2025
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 329 |
|
|
2023
Q3 | – | Sell |
-412
| Closed | -$31K | – | 311 |
|
|
2023
Q2 | $31K | Sell |
412
-2,938
| -88% | -$221K | 0.01% | 165 |
|
|
2023
Q1 | $258K | Sell |
3,350
-3,147
| -48% | -$242K | 0.05% | 81 |
|
|
2022
Q4 | $543K | Buy |
6,497
+621
| +11% | +$51.9K | 0.12% | 64 |
|
|
2022
Q3 | $461K | Hold |
5,876
| – | – | 0.11% | 59 |
|
|
2022
Q2 | $455K | Sell |
5,876
-600
| -9% | -$46.5K | 0.1% | 63 |
|
|
2022
Q1 | $549K | Hold |
6,476
| – | – | 0.1% | 60 |
|
|
2021
Q4 | $605K | Buy |
+6,476
| New | +$605K | 0.11% | 57 |
|
|
2021
Q3 | – | Sell |
-5,876
| Closed | -$431K | – | 342 |
|
|
2021
Q2 | $431K | Hold |
5,876
| – | – | 0.1% | 60 |
|
|
2021
Q1 | $444K | Hold |
5,876
| – | – | 0.11% | 55 |
|
|
2020
Q4 | $453K | Hold |
5,876
| – | – | 0.12% | 54 |
|
|
2020
Q3 | $408K | Sell |
5,876
-1,568
| -21% | -$109K | 0.12% | 55 |
|
|
2020
Q2 | $447K | Hold |
7,444
| – | – | 0.13% | 51 |
|
|
2020
Q1 | $448K | Sell |
7,444
-1,600
| -18% | -$96.3K | 0.14% | 54 |
|
|
2019
Q4 | $548K | Sell |
9,044
-1,740
| -16% | -$105K | 0.15% | 52 |
|
|
2019
Q3 | $628K | Hold |
10,784
| – | – | 0.18% | 46 |
|
|
2019
Q2 | $552K | Hold |
10,784
| – | – | 0.17% | 47 |
|
|
2019
Q1 | $521K | Sell |
10,784
-1,096
| -9% | -$53K | 0.18% | 46 |
|
|
2018
Q4 | $516K | Buy |
+11,880
| New | +$516K | 0.2% | 46 |
|
|
2017
Q4 | – | Sell |
-16
| Closed | -$1K | – | 326 |
|
|
2017
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 276 |
|
|
2017
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 282 |
|
|
2017
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 328 |
|
|
2016
Q4 | $0 | Sell |
16
-364
| -96% | – | ﹤0.01% | 404 |
|
|
2016
Q3 | $12K | Buy |
380
+204
| +116% | +$6.44K | 0.01% | 204 |
|
|
2016
Q2 | $6K | Hold |
176
| – | – | ﹤0.01% | 204 |
|
|
2016
Q1 | $5K | Hold |
176
| – | – | ﹤0.01% | 196 |
|
|
2015
Q4 | $5K | Sell |
176
-24
| -12% | -$682 | ﹤0.01% | 172 |
|
|
2015
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 164 |
|
|
2015
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 178 |
|
|
2015
Q1 | $5K | Buy |
+200
| New | +$5K | ﹤0.01% | 184 |
|